Please join us for our annual Client Appreciation Event.

Address: 3573 E. Sunrise Drive, Suite 209, Tucson, AZ, 85718, US
Telephone: (520) 529-4000

This event is open to all of our clients and their guests as a special thank you for being part of the Kinghorn Heritage family. Please choose the event date and time that is most convenient for your schedule.

Please RSVP for only one event.

Thursday, March 1, 2018
3:30pm to 7:30pm
Dinner will be served.

Saturday, March 3, 2018
10:30am to 2:30pm
Lunch will be served.

Pima Air & Space Museum
6000 E. Valencia Rd., Tucson, AZ 85706 (Click here for directions)

Contact Erica Moses at (520) 529-4000 or erica@heritagelawaz.com for more information.

We look forward to seeing you!

In this day and age it is very rewarding and comforting to make a major decision for the long-term security of your family. Over 14 years ago we decided upon the Kinghorn Heritage Family to create our family trust. Through the years it became very evident that this decision was a major and necessary step for a secure future in an ever-changing legal climate. The Kinghorn Family has been a close friend that has always been there to serve our family.

Gary and Velma T. Client Review September 8, 2020

We appreciate the programs presented that keep us informed and updated in today’s internet and financial world. It is a comfort to know that you are only a phone call away if questions arise.

Robert and JoAnn H. Client Review September 8, 2020

We enjoyed meeting all the behind-the-scenes people on your team and want to thank you for the peace of mind you’ve given us and our children.

M.D. Client Reveiw September 8, 2020

What an amazing law firm, where the people I refer to them are handled as good friends, family, and confidantes.

Eileen E. Client Review September 8, 2020

Thank you Allison and Kinghorn Law family for everything you have done to make our end-of-life decisions a reality and stress free. When we think of Kinghorn: trust, peace of mind, professional. Outstanding Law Firm!

Ken and Cheryl V. Client Review September 8, 2020

Very satisfied with your company and staff.

Robert and Britt O. Client Review September 8, 2020

Top 10 Reasons Why Your Estate Plan Needs Your Attention Now!

Compliments of Our Law Firm,

Written By: The American Academy of Estate Planning Attorneys
Estate planning isn’t meant to be a “one and done” type of project. Estate planning reflects the totality of a person’s life, and therefore it should reflect changes that occur in our lives. Not only is a periodic review necessary, it also provides peace of mind in knowing your family’s needs are covered today in case the unthinkable were to happen tomorrow. Here are the 10 biggest reasons your estate plan needs your attention:

Have you moved? According to the Mortgage Bankers Association, in 2011 alone, new home purchases increased by 11 percent. Two years later, new home purchases decreased by 18 percent. These are the types of life changes we work for, but sometimes forget to include in our estate plan until years later. Moving, especially to a different state, can impact your estate plan significantly.

Have you or your spouse received an inheritance? If so, don’t forget the tax benefits that can help you make the most of the windfall. Your estate planning attorney can show you effective tools that allow you to make your inheritance help achieve your goals.

Tax laws change every year. Have you anticipated and accounted for those changes? Don’t underestimate the importance of tax planning.

You love your children, but have you named a guardian to protect them should you be unable to do so? Even if you have, revisit your decisions occasionally. Your sister might have been perfect a few years ago, but she may now be traveling often due to a job promotion. Your brother or perhaps your spouse’s sister might be better choices today.

Consider Medicaid planning for your beneficiaries. For instance, you may have left to your aunt, who’s always felt more like a sibling, a considerable inheritance should she outlive you. But what if that inheritance will be anything but a blessing for her? Is she trying to qualify for Medicaid? Receiving a financial gift could prevent her from doing so. Including a special needs trust for her could keep those assets from disqualifying her from Medicaid.

Have you gotten married or perhaps remarried? If so, you’ll need to reconsider your entire estate plan. Also, don’t forget to make changes on your retirement plan. You can’t simply change your beneficiary in your will or trust. You must change the beneficiary designiation with the custodian or plan. Otherwise, your former spouse may end up with a windfall you didn’t intend.

Divorce is another event that will require a review of your plan. With nearly half of all first marriages, up to 70 percent of second marriages and an alarming 85 percent of third marriages ending in divorce, it’s crucial you recognize the challenges and have them reflected in your estate plan.

Selling your home is a big decision. Again, there are long-term financial and tax implications to consider.

Perhaps you welcomed a new grandchild this year? Any adoptions? Be sure to reflect additions to your family in your estate plan.

And finally, sometimes, we change our minds. It’s human to rethink things. If this involves your assets, it’s a great time to meet with your estate planning attorney.
The people, property, and perceptions in your life can change. Reviewing your estate plan periodically is necessary and smart. Consult a qualified estate planning attorney to ensure your estate plan reflects the future, not the past.

Chandler V. Client Review September 8, 2020

Estate Planning attorneys are sometimes criticized for offering needlessly complex, 'canned' solutions. This never has been the case with Kevin. The documents he created were comprehensive when appropriate and surprisingly simple when suitable. In every case, they were individually crafted to meet our unique needs.

Rich D. Client Review September 8, 2020

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